Altus Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Altus Wealth Management’s Portfolio IEO Stock Details IEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-113,581	Closed	-$10.7M	–	34
2025 Q1	$10.7M	Buy	113,581 +6,074	+6%	+$568K	5.03%	6
2024 Q4	$9.64M	Buy	107,507 +3,648	+4%	+$343K	4.31%	6
2024 Q3	$9.5M	Buy	103,859 +1,033	+1%	+$98.7K	4.46%	6
2024 Q2	$10.2M	Buy	+102,826	New	+$10.7M	4.92%	6

Other funds holding IEO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Altus Wealth Management's IEO Position: Q2 2025 in Review

Altus Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2025, closing a stake of 113,581 shares — an estimated $10.7M sold.

Altus Wealth Management first reported a position in IEO in Q2 2024 and held it in 4 quarters. The position peaked at $10.7M in Q1 2025. 153 funds tracked by Wall St. Rank hold IEO as of Q2 2025.

Altus Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
Altus Wealth Management sold 113,581 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2025, an estimated $10.7M.
Altus Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2024 and held it in 4 quarters.
Altus Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $10.7M in Q1 2025.
153 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2025.

Based on Altus Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.